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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,930 | $107,941-97.3% | $91,994-96.8% | $152,897-98.1% |
| Participation rate | 37.5% | 81.2%-43.7pp | 78.6%-41.1pp | 82.5%-45.0pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $540 | $4,212-87.2% | $3,453-84.4% | $4,764-88.7% |
| Participant deferral / active EE | $540 | $6,366-91.5% | $5,924-90.9% | $5,851-90.8% |
| Admin fee / account holder | $13 | $10,521-99.9% | $7,744-99.8% | $11,599-99.9% |